Rey
Roy
CFP®
Here to act in your best interests
About me
Throughout my career, I have dedicated myself to helping hundreds of families set financial goals and achieve them with easy-to-understand recommendations. I am very lucky and humbled to have witnessed so many clients work hard for financial success and I look forward to serving many more.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Attended - Holyoke Community College
Visit one of our Locations
Washington DC III - Fairfax
4000 Legato Road
8th Floor
Fairfax, VA 22033
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
